Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Transaction History
Foundation Wealth Management, Llc\Pa
- $206 Billion
- Q4 2024
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Dimensional ETF Tr stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 8,453 shares of DFAE stock, worth $223,666. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,453Holding current value
$223,666% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
539Shares Held
169MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$411 Million2.64% of portfolio
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Retirement Systems Of Alabama12.7MShares$335 Million1.22% of portfolio
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Mather Group, Llc. Chicago, IL8.94MShares$237 Million2.96% of portfolio
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Ubs Group Ag5.28MShares$140 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.58MShares$121 Million0.01% of portfolio